We guide great people to make smart decisions so they can enjoy an exceptional retirement.

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The Psychology of Retirement

Wouldn’t It Be Great...

..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”
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Kansas City

Calendar of Events 2026

casa

Promise of Hope Volunteer Opportunity

CASA of Johnson & Wyandotte Counties’ annual Promise of Hope luncheon is coming up, and volunteers are needed to support this important event for children in foster care.

Two opportunities to help:
Workday: April 8 at the CASA Office
Event Day: April 9 at the Johnson County Arts & Heritage Center

Volunteers assist with welcoming guests, registration, and event logistics to help the day run smoothly and make a meaningful impact.

Volunteer Here:
https://signup.com/go/dwrTGEz

APRIL

Friday, April 10
Cyber Security
10:30 am - 11:30 am
Johnson County Arts and Heritage Center

Tuesday, April 21
The 5 Pillars of Retirement
6:00 pm – 7:30 pm
University of Kansas – Edwards Campus

May

Thursday, May 7
Estate Planning Lunch & Learn
ERG Education Center
11:00 am – 12:30 pm

Friday, May 29
Coffee & Conversation
ERG Education Center
10:00 am -11:30 am

We're Drowning In Information, But Starving For Wisdom.

There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?

Work Together Closely

We work closely with families just like yours to develop a path to a more clear and secure financial retirement.

Always In Your Camp

Capable, trustworthy and most importantly: competent people in your camp to advise you on what matters most.

Retirement Is Complex

There has never been a more critical time to find professional advice-givers that you can trust.
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Featured articles published on Kiplinger

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Featured image for “Five Tax Strategies to Help Your Money Last in Retirement”

Five Tax Strategies to Help Your Money Last in Retirement

The intricacies of tax planning are a critical component of your overall retirement strategy. Minimizing taxes in retirement isn’t just…
Featured image for “How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years”

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier,…
Featured image for “Three Ways You Can Flip the Script on Your Taxes”

Three Ways You Can Flip the Script on Your Taxes

Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting…
Featured image for “Can You Build a Retirement Income Plan With Both Risk and Reliability?”

Can You Build a Retirement Income Plan With Both Risk and Reliability?

Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you…

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Featured image for “2026 Spring Newsletter: Kansas City”

2026 Spring Newsletter: Kansas City

As we ease into Spring… There’s a sense of renewal in the air, the kind that invites a fresh look at how we steward the years ahead. The blossoms aren’t the only things waking up this season. Our world continues to hold a fair amount of uncertainty: conflict in the Middle East. markets shifting in response, policy debates shaping outcomes, and everyday life piling up questions about what retirement will feel like in the years…
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Complete retirement planning process

We’re Driven To Understand Your Why Before We Get To The How

After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?
Show Me How

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